Welcome back to What I’m Hearing+, live from San Francisco, where I’ve fully joined the “Pacific time is the best time” NFL-watching club. It’s lovely to tune into Sunday Night Football and not fall asleep in the third quarter.
Speaking of football, in tonight’s issue, a look at Sunday Ticket on YouTube TV, which is widely seen as a harbinger of the future of big sports rights packages as the leagues become streaming-curious. Let’s dive in…
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YouTube TV’s investment in the Sunday Ticket bundle seems like merely the first step in Alphabet’s larger opportunity of turning the one-time hub of cat videos into the future home for all video—on mobile, sure, but also TV.
After a decade of imagining how live sports might jump from linear TV to streaming, it feels like we’re suddenly at an inflection point. Max just launched its Bleacher Report-branded sports add-on; Disney is preparing to beef up ESPN+ with games that average people care about; Apple paid $2.5 billion for Major League Soccer; Amazon bought Thursday Night Football for $10 billion; and NBA rights, which hit the market next year, are expected to double or triple in value as tech companies bid up the price. Money talks—just look at what’s happening with...
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